Financial Statement Analysis

Financial Statement Analysis

  • Overview
  • Course Outline
  • Workshop Fee & Instructions:
  • Testimonials

Overview

Management has now become an integral part of the operation in a wide range of organizations. Financial analysis, planning, and control provide an understanding of the various aspects of an organization from a calculative aspect to other related practices in the organization.

This course will provide you with the necessary analytical framework and a wide array of practical tools to help you understand and exploit information in financial statements. You will be shown how to examine the many valuable and relevant pieces that make up a financial statement.

Course Objective:

  • Apply the framework of financial statements analysis
  • Use ratio and financial analysis
  • Appraise the process of company evaluation and analysis
  • Analyze real-life financial statements from companies
  • The impact of financial analysis in ensuring adequate, effective, and timely decision making.
  • Learn, how to break down complex information into key simple messages while using financial analysis to build the big picture

Course Director:

Aly Rehan Khan

Financial Management Consultant/Trainer | VAT Expert

A highly profound and Expert facilitator and corporate trainer with 20+ years of experience in designing programs, content development, facilitating organizational development workshops in finance, design thinking, BPR, Project Management etc.

Extensively delivered Financial Management, IFRS , Financial Statement Analysis, VAT and other Finance programs in GCC.

Recent Engagements As Trainer & Consultant

  • Financial Statement Analysis/IFRS/FFNF: Attended by more than 200+ delegates in past year from GCC countries
  • Saudi Aramco ā€“ KSA:Conducted Sukuk Bonds and four month ā€œFinance for Non- Finance
    Professionalsā€ program for Saudi Aramco employees to prepare them for structural changes
    emerging on account of IPO.
  • HSBC Middle East Customer Journey Mappingā€™ Simulation for ā€œEmirati Development Programā€ and conducted online program with team simultaneously from UK, USA & UAE.
  • Al-Ahsa Hospital- KSA: Served as VAT Implementation Consultant for AL-Ahsa Hospital at Hofuf KSA.
  • SRACO ā€“ KSA: Served as Lead VAT Implementation project consultant for SRACO Group
    Companies, one of the leading engineering and manpower supply companies in KSA.
  • Al-Othman Holding Company ā€“ KSA: Conducted two sessions on ā€œVAT Implementation
    Roadmap & Challengesā€ for 14 group companies. Further, as a consultant implemented VAT on all
    group companies including Takween Advanced Industries, the sister concern of Al-Othman Group.
  • Emirates NBD: Finance for Bankers training by Simulating the Board game for the banking staff.
  • DU Telecomm: Using Design Thinking, conducted Board Game Process Mapping for the
    Finance Professionals and Business Acumen.
  • Ghobash Group: Training for all 6 industry sectors of Ghobash group for the Finance EVAImplementation through the Board Game Approach.
  • Etjar Investments: Worked as VAT Implementation Consultant with Etjar Investments, a
    a subsidiary of Mashreq Bank along with other group companies including Massar Investment.

 

Our Affiliations:

Course Outline

Financial reporting standards

  • Importance of reporting standards in security analysis and valuation
  • The standards-setting bodies
  • International Financial Reporting Standards (IFRS) versus GenerallyAccepted Accounting Principles (GAAP)

Describe the four financial statements and how they are prepared.

  • Income Statement
  • Retained Earnings Statement
  • Balance Sheet (Financial Position)
  • Statement of Cash Flows
  • Interrelationships of Statements
  • Other Elements of an Annual Report

Identity the sections of a classified balance sheet

  • Current Assets
  • Long-Term Investments
  • Property, Plant, and Equipment
  • Intangible Assets
  • Current Liabilities
  • Long-Term Liabilities
  • Stockholdersā€™ Equity

How to account for current liabilities.

  • What Is a Current Liability?
  • Notes Payable
  • Current Maturities of Long-Term Debt

Analyze a companyā€™s performance using ratio analysis.

  • Vertical analysis: balance sheet and income statement approaches
  • Horizontal, trend analysis and growth
  • Liquidity analysis:
    • Current, quick, and cash ratios, defensive interval and cash conversion cycle
  • Asset management and activity ratios:
    • Total and fixed assets turnover
  • Solvency analysis:
    • Debt, equity, and times interest earned ratios
  • Profitability analysis:
    • Profit margin, gross margin, return on assets, return on equity
  • Market and valuation:
    • Price earnings and earnings-per-share ratios
  • DuPont analysis: the three-step and five-five-step models
  • Discuss the Limitation of ratio analysis

Workshop Fee & Instructions:

  • 23-24 January , 2023 ā€“ 10:00 am ā€“ 03:00 pm (UAE)
  • Regular Fee: USD 680 Per Participant (Exclusive of VAT)
  • Team Offer: Pay for 2 and register 3rd for free
  • Includes: Courseware, and SIMFOTIX Certificate
  • For registration (s) send us your Name, Designation, Organization, and Mobile Number to [email protected]
  • For More Information please contact: Qazi Waqas Ahmed Mobile: +971 56 309 0819; Email: [email protected]

Testimonials

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